Free · community-maintained · 151 servers
The MCP server directory for wealth management.
Model Context Protocol servers that RIAs, advisors, fintech builders and developers can connect to Claude, ChatGPT and other assistants — market data, custody, CRM, planning, compliance and operations, in one index.
155 results
ACORD Solutions Group (ADEPT & Transcriber)
MCP ServerVendorACORD Solutions Group · Insurance & Annuities
MCP layered across ACORD Solutions Group's digital insurance suite, including ADEPT (Data Exchange Platform & Translator) and ACORD Transcriber, so agentic AI can execute end-to-end workflows from indication and appetite through quote, bind, endorsement, accounting, claims and settlement inside defined compliance, validation and audit controls.
standardsdata exchangequote to bindclaimsDocumentation ↗Auth: EnterpriseRemoteUpdated 2026-08-24RateAdobe Acrobat Sign MCP Server (via Zapier / viaSocket)
MCP ServerVendorZapier / viaSocket (third-party gateways) · Productivity & Collaboration
Exposes Adobe Acrobat Sign actions (send, sign, track) through a third-party MCP gateway.
e-signaturewrapperautomationDocumentation ↗Auth: OAuthRemoteUpdated 2026-07-31RateAdvizorPro
MCP ServerOfficialAdvizorPro · Advisor & Firm Intelligence / Prospecting
Read-only access to AdvizorPro's RIA, broker-dealer, family office, and wealth-team contact/firm data via Claude, ChatGPT, and other MCP clients.
ria dataprospectingread-onlyDocumentation ↗Auth: API keyRemoteUpdated 2026-07-31RateadvMCP
MCP-Native AppOfficialadvMCP.ai · Advisor & Firm Intelligence / Prospecting
MCP-first SEC Form ADV service covering 23,740 advisers ($177.4T reported AUM) with search_firms, get_firm, top_firms and firm_changes tools — assets, clients, accounts, custody and disclosures exactly as filed, no login or keys, updated daily.
form ADVSEC IAPDRIA intelligenceAUMdisclosuresfiling historymcp-nativeDocumentation ↗Auth: NoneRemoteUpdated 2026-07-31RateADX
MCP ServerOfficialAbu Dhabi Securities Exchange · Market & Financial Data
Official MENA exchange market data through a governed MCP endpoint: per-symbol market depth, bid-ask spreads, trading statistics, XBRL issuer disclosures, corporate actions and index constituents from ADX.
MENAUAEexchange datamarket depthXBRLDocumentation ↗Auth: API keyRemoteUpdated 2026-07-31RateAiera
MCP ServerOfficialAiera · Market & Financial Data
Earnings call transcripts, live event audio, summaries and Q&A extraction from Aiera's event intelligence platform for post-earnings and catalyst research.
transcriptsearnings callseventssummariesDocumentation ↗Auth: API keyRemoteUpdated 2026-08-12RateAlpaca
MCP ServerOfficialAlpaca · Brokerage & Trade Execution
Trading and brokerage account access via Alpaca.
tradingbrokeragepaper tradingDocumentation ↗Auth: API keyLocalUpdated 2026-07-31RateAmazon Ads
MCP ServerCommunitycprice70 (OSS) · Advertising & Marketing Platforms
Community-built server for the Amazon Advertising API. List profiles, manage Sponsored Products campaigns, keywords, and performance reports.
amazonretail mediasponsored productsreportingDocumentation ↗Auth: OAuthLocalUpdated 2026-08-02RateBigQuery
MCP ServerOfficialGoogle Cloud · Data & Analytics Infrastructure
Official Google Cloud remote MCP server for BigQuery. Execute SQL, list datasets and tables, and pull query results from any MCP client with IAM-managed access.
data warehousesqlgoogle cloudanalyticsDocumentation ↗Auth: OAuthRemoteUpdated 2026-07-31RateBinance MCP Server
MCP ServerVendorBinance · Brokerage & Trade Execution
Binance Agent OS market data and account access for approved AI clients (also listed under Crypto & Digital Assets). Public market data needs no auth; authorized actions cover balances, internal transfers and spot, margin, Convert and futures trading where eligible, with no external withdrawals by agents.
cryptoexchangetradingAgent OSDocumentation ↗Auth: OAuthRemoteUpdated 2026-08-24RateBinance MCP Server
MCP ServerVendorBinance · Crypto & Digital Assets
Binance Agent OS endpoint giving approved AI clients market data and account access (also listed under Brokerage & Trade Execution). Public tickers, order books, candlesticks and funding rates need no auth; authorized actions cover balances, internal transfers and spot, margin, Convert and futures trading where eligible. Agents cannot withdraw to external addresses or fund the Agentic subaccount.
cryptoexchangeAgent OStradingDocumentation ↗Auth: OAuthRemoteUpdated 2026-08-24RateBloomberg
MCP ServerCommunitydjsamseng · Market & Financial Data
Unofficial Bloomberg data access.
BloombergunofficialDocumentation ↗Auth: EnterpriseLocalUpdated 2026-07-31RateChronograph
MCP ServerOfficialChronograph · Data & Analytics Infrastructure
Private-markets portfolio monitoring for LPs and GPs — fund and portfolio company metrics, cash flows and performance analytics queryable from an MCP client.
private marketsportfolio monitoringLP reportingDocumentation ↗Auth: EnterpriseRemoteUpdated 2026-08-12RateCISO Assistant
MCP ServerVendorCISO Assistant · Compliance, Risk & Regulatory
Open-source GRC assistant.
GRCopen sourcesecurityDocumentation ↗Auth: NoneLocalUpdated 2026-07-31RateCoinStats
MCP ServerVendorCoinStats · Crypto & Digital Assets
Crypto portfolio tracking and market data.
portfoliocryptomarket dataDocumentation ↗Auth: API keyLocalUpdated 2026-07-31RateComplyAI
MCP ServerVendorComply · Compliance, Risk & Regulatory
Compliance automation for financial firms.
complianceRIAautomationDocumentation ↗Auth: EnterpriseRemoteUpdated 2026-07-31Rated1g1t
MCP ServerOfficiald1g1t · Wealth Platforms
Enterprise wealth management platform (portfolio analytics, risk, performance, rebalancing, tax-loss harvesting, compliance monitoring) exposed as natural-language tools for Claude, ChatGPT, and Copilot.
portfolio analyticsriskrebalancingcomplianceDocumentation ↗Auth: EnterpriseRemoteUpdated 2026-08-02RateDaloopa
MCP ServerOfficialDaloopa · Market & Financial Data
Analyst-grade fundamental data: as-reported and standardized KPIs, segment detail and historical model line items sourced directly from filings, with links back to the source document.
fundamentalsKPIsmodelsfilingsDocumentation ↗Auth: OAuthRemoteUpdated 2026-08-12RateDatabricks
MCP ServerOfficialDatabricks · Data & Analytics Infrastructure
Official Databricks MCP support for agent frameworks. Host custom MCP servers on Databricks or connect external MCP tools to Unity Catalog-backed agents.
data lakehouseunity catalogagentsmlDocumentation ↗Auth: OAuthRemoteUpdated 2026-07-31RateDORA Compliance
MCP ServerVendorcsoai.org · Compliance, Risk & Regulatory
DORA regulatory compliance tooling.
DORAEUregulatoryDocumentation ↗Auth: API keyRemoteUpdated 2026-07-31RateDrata
MCP ServerVendorDrata · Compliance, Risk & Regulatory
Continuous compliance monitoring.
monitoringSOC 2auditDocumentation ↗Auth: EnterpriseRemoteUpdated 2026-07-31RateDun & Bradstreet Commercial Graph
MCP ServerOfficialDun & Bradstreet · Data & Analytics Infrastructure
Verified business identity and commercial context via the D&B Commercial Graph, available through the IBM watsonx Orchestrate Agent Catalog. Anchored by the D-U-N-S Number for finance, credit, compliance, procurement and vendor-risk workflows.
business identitycreditriskcompliancevendor dataDocumentation ↗Auth: EnterpriseRemoteUpdated 2026-07-31Ratee-conomic
MCP ServerCommunityCommunity · Accounting & Tax
Unofficial e-conomic accounting integration.
accountingNordicsunofficialDocumentation ↗Auth: API keyLocalUpdated 2026-07-31RateEdgarTools
MCP ServerCommunityEdgarTools (OSS) · Market & Financial Data
SEC filings access via EdgarTools.
SECfilingspythonDocumentation ↗Auth: NoneLocalUpdated 2026-07-31RateEgnyte
MCP ServerOfficialEgnyte · Productivity & Collaboration
Governed document access across Egnyte content: search, retrieve and summarize client files, agreements and diligence material with existing permissions enforced.
documentscontent governancesearchdiligenceDocumentation ↗Auth: OAuthRemoteUpdated 2026-08-12RateFactSet
MCP ServerOfficialFactSet · Market & Financial Data
FactSet content and analytics over MCP: company fundamentals, ownership, estimates, prices and screening for equity research and portfolio analysis.
fundamentalsownershipestimatesscreeningDocumentation ↗Auth: EnterpriseRemoteUpdated 2026-08-12RateFidelity MCP Server (claude-fidelity)
MCP ServerCommunityCommunity (TylerFlar) · Custody & Clearing
Browser-automation server for Fidelity accounts and positions. Fidelity has no public API, so review their terms before use.
Fidelitybrowser automationaccountsDocumentation ↗Auth: NoneLocalUpdated 2026-07-31RateFinance News RSS
MCP ServerCommunityjvenkatasandeep (OSS) · Market & Financial Data
Community-built aggregator that pulls RSS headlines from Bloomberg, WSJ, CNBC, Seeking Alpha, MarketWatch and Financial Times. Provides latest-news and keyword-search tools.
newsRSSmediaheadlinesDocumentation ↗Auth: NoneLocalUpdated 2026-08-02RateFinancialData.Net
MCP ServerVendorFinancialData.net · Market & Financial Data
Financial market datasets.
datasetsmarket dataDocumentation ↗Auth: API keyRemoteUpdated 2026-07-31RateFintel Discovery
MCP ServerVendorFintel Discovery · Compliance, Risk & Regulatory
Remote MCP endpoint aggregating SEC IAPD Form ADV filings, FINRA BrokerCheck, SEC EDGAR 13F holdings, and related regulatory and market datasets.
form advedgar13fbrokercheckDocumentation ↗Auth: API keyRemoteUpdated 2026-07-31RateFINTRX
MCP ServerOfficialFINTRX · Advisor & Firm Intelligence / Prospecting
Real-time access to FINTRX's RIA, broker-dealer, advisor-team, and family office datasets (780,000+ reps, 45,000+ firms, 4,500+ family offices) via Claude, Perplexity, and ChatGPT.
ria datafamily officesprospectingDocumentation ↗Auth: API keyRemoteUpdated 2026-07-31RateFrihet
MCP ServerVendorFrihet.io · Accounting & Tax
Accounting/tax automation.
accountingtaxDocumentation ↗Auth: API keyLocalUpdated 2026-07-31RateFXMacroData
MCP ServerVendorFXMacroData · Market & Financial Data
FX and macroeconomic data.
FXmacroDocumentation ↗Auth: API keyRemoteUpdated 2026-07-31RateGoogle Ads
MCP ServerOfficialGoogle Ads · Advertising & Marketing Platforms
Official MCP server for the Google Ads API. Search accounts, retrieve resource metadata, list accessible customers, and run GAQL queries via natural language.
google adscampaignsreportinggaqlDocumentation ↗Auth: OAuthLocalUpdated 2026-08-02RateGoogle Workspace MCP Servers (community builds)
MCP ServerCommunityVarious OSS maintainers · Productivity & Collaboration
Same scope as Google's official server (Gmail, Drive, Docs, Sheets, Calendar, Slides) built before Google shipped its own.
Workspaceopen sourceunofficialDocumentation ↗Auth: OAuthLocalUpdated 2026-07-31RateGoogle Workspace MCP Servers (Google-managed)
MCP ServerOfficialGoogle · Productivity & Collaboration
Gmail (read/draft/search), Drive (files, permissions), Calendar (availability, events), Docs, Sheets, Slides, Chat, People API.
GmailDriveCalendarWorkspaceDocumentation ↗Auth: OAuthRemoteUpdated 2026-07-31RateGriffin
MCP ServerVendorGriffin · Banking & Account Aggregation
UK banking-as-a-service MCP server that lets agents open accounts, initiate payments and analyse transaction history against a PRA/FCA-regulated bank. Sandbox access today, production by arrangement.
banking-as-a-serviceaccount openingpaymentsUKDocumentation ↗Auth: API keyRemoteUpdated 2026-07-31RateGusto Payroll (via Zapier MCP)
MCP ServerVendorZapier · Productivity & Collaboration
Gusto publishes no native MCP server; Zapier's hosted endpoint exposes employee records, compensation changes and payroll run data as tools using your own Gusto connection — useful for owner-comp normalization and staffing-cost analysis during a valuation or sale.
payrollGustoZapierowner compensationback officeDocumentation ↗Auth: OAuthRemoteUpdated 2026-07-31RateIBM OpenPages GRC MCP Server (v9.2)
MCP ServerVendorIBM · Compliance, Risk & Regulatory
Governance, risk and compliance platform.
GRCenterpriseriskDocumentation ↗Auth: EnterpriseRemoteUpdated 2026-07-31RateInsig AI Central Bank
MCP ServerVendorInsig AI · Market & Financial Data
Machine-readable central bank corpus — 15,000+ documents from 60 central banks, 2.39M structured sentences — queryable from any major LLM for macro signals, policy-tone shifts and research aimed at asset managers and hedge funds.
central banksmacropolicy analysisresearchDocumentation ↗Auth: OAuthRemoteUpdated 2026-07-31RateIntegrate.io
MCP ServerVendorIntegrate.io · Compliance, Risk & Regulatory
Data pipeline and compliance integrations.
pipelinesETLcomplianceDocumentation ↗Auth: API keyRemoteUpdated 2026-07-31RateInteractive Brokers
MCP ServerCommunityCommunity · Brokerage & Trade Execution
Unofficial IBKR integration.
IBKRunofficialtradingDocumentation ↗Auth: OAuthLocalUpdated 2026-07-31RateLinkedIn
MCP ServerCommunityeliasbiondo (OSS) · Advertising & Marketing Platforms
Community-built server for searching LinkedIn people, companies and jobs, scraping profiles, and extracting structured data via any MCP client.
linkedinprofilescompaniesjobsDocumentation ↗Auth: OAuthLocalUpdated 2026-08-02RateLSEG Analytics
MCP ServerOfficialLSEG (London Stock Exchange Group) · Market & Financial Data
LSEG financial analytics over MCP — pricing, reference data, estimates and analytics from the LSEG Financial Analytics platform, including a partner-built plugin for Claude.
pricingreference dataanalyticsestimatesDocumentation ↗Auth: EnterpriseRemoteUpdated 2026-08-12Ratemcp.so
MCP ServerCommunityCommunity · Directories & Registries
Community MCP directory.
directorydiscoveryDocumentation ↗Auth: NoneRemoteUpdated 2026-07-31RateMeniga Fini
MCP ServerVendorMeniga · Banking & Account Aggregation
Bridges a bank's chosen LLM to Meniga's transaction enrichment, personal finance and insights layer, supporting conversational spend queries plus agentic tasks like opening accounts or setting up transfers.
transaction enrichmentPFMconversational bankingagenticDocumentation ↗Auth: EnterpriseRemoteUpdated 2026-07-31RateMeta Ads
MCP ServerOfficialMeta · Advertising & Marketing Platforms
Official Meta-hosted remote MCP server for managing Meta ads. Supports reporting, ad creation and management, catalog management, signals/datasets, help, A/B tests and activity logs.
meta adsfacebookinstagramcampaignsDocumentation ↗Auth: OAuthRemoteUpdated 2026-08-02RateMicrosoft 365 Agent 365 / Work IQ MCP Servers
MCP ServerOfficialMicrosoft · Productivity & Collaboration
Pre-certified MCP servers covering Outlook Mail & Calendar, Teams, SharePoint, OneDrive, Word, and Dataverse.
Microsoft 365emaildocumentsenterpriseDocumentation ↗Auth: OAuthRemoteUpdated 2026-07-31RateMicrosoft Dynamics 365 Sales
MCP ServerOfficialMicrosoft · CRM
Official Dynamics 365 Sales MCP server for CRM records, pipeline insights and email drafting — the underlying platform for Dynamics-based advisor CRMs such as Tamarac CRM and Salentica Elements.
CRMDynamics 365TamaracSalenticaMicrosoftDocumentation ↗Auth: OAuthRemoteUpdated 2026-07-31RateMONEX MCP Server
MCP ServerVendorMonex Group / Monex, Inc. · Brokerage & Trade Execution
Lets Monex Securities clients query their own brokerage account through ChatGPT and Claude — holdings, deposit and withdrawal history, order status and mutual fund information — without opening the Monex site or app. Information retrieval only; no trade execution through AI. Reported as the first major Japanese brokerage with an MCP server cleared through OpenAI's review process.
Japanholdingsread-onlyconsumer connectorDocumentation ↗Auth: OAuthRemoteUpdated 2026-08-24RateMoody's GenAI-Ready Data
MCP ServerOfficialMoody's · Market & Financial Data
Moody's GenAI-ready data: company entity and ownership records, credit assessments, ratings research and risk signals for counterparty and credit diligence.
creditratingsentity datariskDocumentation ↗Auth: EnterpriseRemoteUpdated 2026-08-12RateMorningstar
MCP ServerOfficialMorningstar · Market & Financial Data
Official MCP server exposing Morningstar analyst research, market analysis, fund holdings, portfolio X-Ray analytics, screening tools and investment data via Streamable HTTP.
researchfund dataportfolio analysisscreeningDocumentation ↗Auth: EnterpriseRemoteUpdated 2026-08-02RateMT Newswires
MCP ServerOfficialMT Newswires · Market & Financial Data
Real-time global financial news and market commentary from MT Newswires, delivered over a hosted MCP endpoint for market context and client-ready talking points.
newsmarket commentaryreal timeDocumentation ↗Auth: EnterpriseRemoteUpdated 2026-08-12RatenCino Mortgage MCP
MCP ServerVendornCino · Banking & Account Aggregation
Connects MCP-compatible AI agents into the nCino Mortgage Suite so lending teams handle origination and admin work in natural language, with pre-built Admin and Loan Officer tool sets running inside nCino's existing permissioning, audit-logging and human-confirmation controls.
mortgagelendingloan originationLOSPOSbankingcomplianceaudit trailagentic AIgovernanceDocumentation ↗Auth: EnterpriseRemoteUpdated 2026-08-07RateNetSuite MCP Server (Standard Tools SuiteApp)
MCP ServerOfficialOracle / NetSuite · Accounting & Tax
Official NetSuite AI Connector SuiteApp exposing records, reports, saved searches and SuiteQL via MCP; governed by NetSuite role permissions.
ERPaccountingSuiteQLenterpriseDocumentation ↗Auth: EnterpriseRemoteUpdated 2026-08-02RateNorman Finance
MCP ServerVendorNorman Finance · Accounting & Tax
Accounting and tax automation.
accountingtaxautomationDocumentation ↗Auth: API keyLocalUpdated 2026-07-31RateOctav
MCP ServerVendorOctav Labs · Crypto & Digital Assets
On-chain portfolio and DeFi data.
on-chainDeFiportfolioDocumentation ↗Auth: API keyLocalUpdated 2026-07-31RateOne Inc
MCP ServerVendorOne Inc · Insurance & Annuities
Brings One Inc insurance payments data into a carrier's own AI assistants — Claude, ChatGPT Enterprise, Microsoft Copilot — rather than a vendor-hosted environment. Speeds PremiumPay and ClaimsPay integrations through AI-assisted code generation, documentation and testing, and gives business users on-demand reporting across payments and internal systems.
paymentsPremiumPayClaimsPayreportingDocumentation ↗Auth: EnterpriseRemoteUpdated 2026-08-24RateOneVest
MCP ServerVendorOneVest · Wealth Platforms
Vendor MCP server for the OneVest wealth platform: real-time client data, portfolio positions and pipeline activity, plus agentic actions for RIAs, banks and broker-dealers.
wealth platformportfoliospipelineagenticDocumentation ↗Auth: EnterpriseRemoteUpdated 2026-08-02RateOpenInsurance Wiki
MCP ServerCommunityopeninsurance-wiki contributors · Insurance & Annuities
Read-only knowledge-base server for insurance products and coverages: search, product and coverage lookup, comparisons and overlap detection.
knowledge basecoverageproduct comparisonDocumentation ↗Auth: NoneLocalUpdated 2026-08-01RateOtter.ai
MCP ServerOfficialOtter.ai · AI Notetakers & Meeting Intelligence
Bidirectional meeting capture: acts as an MCP server for transcripts and history, and as an MCP client pulling from Gmail, Drive, Notion, and Salesforce.
meetingstranscriptsbidirectionalDocumentation ↗Auth: OAuthRemoteUpdated 2026-07-31RatePitchBook
MCP ServerOfficialPitchBook · Market & Financial Data
Private capital markets intelligence: company and investor profiles, deal and fund data, valuations and comparables for private-market allocation and diligence.
private marketsdealsvaluationscompsDocumentation ↗Auth: EnterpriseRemoteUpdated 2026-08-12RatePlanProvider.Pro
MCP ServerCommunityPlanProvider.Pro · Retirement & Form 5500 Research
Research retirement-plan service providers, recordkeepers and TPAs using DOL Form 5500 filings through natural-language queries.
form 5500recordkeeperstpasretirement plansDocumentation ↗Auth: API keyRemoteUpdated 2026-08-02RateProjectionLab
MCP ServerCommunityCommunity (mormubis) · Financial Planning
Local MCP server for ProjectionLab: export, snapshot and restore financial plans and scenario projections from an AI client.
financial planningProjectionLabprojectionsretirementDocumentation ↗Auth: API keyLocalUpdated 2026-07-31RatePulseMCP
MCP ServerCommunityCommunity · Directories & Registries
Community MCP directory.
directorydiscoveryDocumentation ↗Auth: NoneRemoteUpdated 2026-07-31RateQuantContext
MCP ServerCommunityzomma-dev (OSS) · Market & Financial Data
Plain-English quant research: screen S&P 500, Nasdaq 100 and Russell 2000 stocks, backtest strategies with a rebalance-loop engine, and run Fama-French factor analysis. Uses real Yahoo Finance and Kenneth French data with no API keys required.
quantitative researchbacktestingfactor analysisscreeningDocumentation ↗Auth: NoneLocalUpdated 2026-07-31RateReddit
MCP ServerCommunityeliasbiondo (OSS) · Advertising & Marketing Platforms
Zero-config community server for searching Reddit posts, browsing subreddits, scraping user activity, and getting structured data without API keys.
redditsocialpostssubredditsDocumentation ↗Auth: NoneLocalUpdated 2026-08-02RateRelPro
MCP ServerVendorRelPro · Advisor & Firm Intelligence / Prospecting
Relationship intelligence for financial and professional services: 7M+ companies, 150M+ decision-makers, firmographics, UCC filings, SBA loans, Form 5500 benefit plans and buyer-intent signals surfaced inside Claude, ChatGPT and Copilot.
relationship intelligenceprospectingForm 5500firmographicscontactsDocumentation ↗Auth: OAuthRemoteUpdated 2026-07-31RateRiskcovry
MCP ServerVendorRiskcovry · Insurance & Annuities
India's first insurance-sector MCP server, built for distribution: enterprise AI agents can generate quotes, compare policies across insurers, transact and issue policies across motor, health and general lines. LLM-agnostic and designed to embed in the AI stacks of banks, brokers and distribution partners with human-in-the-loop models.
Indiadistributionquotespolicy issuanceDocumentation ↗Auth: EnterpriseRemoteUpdated 2026-08-24RateRobinhood
MCP ServerCommunityCommunity (trayders) · Brokerage & Trade Execution
Unofficial Robinhood integration.
RobinhoodunofficialretailDocumentation ↗Auth: OAuthLocalUpdated 2026-07-31RateS&P Global (Kensho kFinance)
MCP ServerOfficialS&P Global / Kensho · Market & Financial Data
S&P Global Market Intelligence data through Kensho's kFinance MCP integration — company financials, estimates, transcripts, capital structure and market data for research and valuation work.
S&P GlobalKenshoestimatestranscriptsDocumentation ↗Auth: EnterpriseRemoteUpdated 2026-08-12RateSeaworthy Insurance
MCP ServerCommunitySeaworthy Insurance Agency · Insurance & Annuities
Open server for disability insurance with an agent-callable quote request action plus carrier and coverage research tools.
disability insurancequotescarrier researchDocumentation ↗Auth: NoneRemoteUpdated 2026-08-01RateSEC EDGAR
MCP ServerCommunityStefano Amorelli (OSS) · Market & Financial Data
Access to SEC EDGAR filings.
SECfilingsopen sourceDocumentation ↗Auth: NoneLocalUpdated 2026-07-31RateSEC EDGAR (secedgar)
MCP ServerCommunitycyanheads (OSS) · Market & Financial Data
SEC EDGAR filings server.
SECfilingsopen sourceDocumentation ↗Auth: NoneLocalUpdated 2026-07-31RateSEON
MCP ServerVendorSEON · Compliance, Risk & Regulatory
Opens SEON's fraud and AML data layer — 900+ real-time risk signals spanning identity, device, behavioural, AML and IP data — to Claude, ChatGPT, Gemini and Copilot, with all signals retrievable in a single call.
fraudAMLrisk signalsKYCDocumentation ↗Auth: API keyRemoteUpdated 2026-07-31RateSharpe
MCP ServerVendorSharpe.ai · Crypto & Digital Assets
Crypto/DeFi analytics and execution.
DeFianalyticsexecutionDocumentation ↗Auth: API keyRemoteUpdated 2026-07-31RateSnapchat Ads
MCP ServerCommunitySigma Digital (OSS) · Advertising & Marketing Platforms
Community-built server for Snapchat Ads. Analyze live campaigns, pull performance reports, and take real actions from any MCP client.
snapchatsocial adscampaignsreportingDocumentation ↗Auth: OAuthLocalUpdated 2026-08-02RateSnowflake
MCP ServerOfficialSnowflake · Data & Analytics Infrastructure
Official Snowflake-managed MCP server for secure, governed data access. Query warehouses, read metadata, and build data agents with Cortex-backed governance.
data warehousesqlcortexgovernanceDocumentation ↗Auth: OAuthRemoteUpdated 2026-07-31RateSocotra
MCP ServerVendorSocotra · Insurance & Annuities
Connects agentic AI to the Socotra Insurance Suite for policy and billing workflows with capability-scoped auth, encrypted agent sessions and policy-aware authorization. Every action is logged, permissioned and traceable, with human-in-the-loop checkpoints and setup guides for Claude, Cursor and VS Code.
policy administrationbillingaudit trailinsurtechDocumentation ↗Auth: EnterpriseRemoteUpdated 2026-08-24RateTikTok Ads
MCP ServerCommunityAdsMCP (OSS) · Advertising & Marketing Platforms
Community-built server for TikTok Ads Marketing API. Read campaign and ad data, diagnose revenue changes, and build TikTok advertising workflows locally or through the AdsMCP hosted option.
tiktoksocial adscampaignsreportingDocumentation ↗Auth: OAuthBothUpdated 2026-08-02RateTradeStation MCP
MCP ServerVendorTradeStation Securities · Brokerage & Trade Execution
Connects an existing TradeStation brokerage account to AI tools so clients can analyse positions, plan strategies and place trades in plain language. Every order requires explicit confirmation and runs inside the account's existing permissions and risk limits. Claude first, more platforms planned; requires a $10,000 minimum balance and an active Claude Pro subscription.
tradingorder confirmationpositionsClaudeDocumentation ↗Auth: OAuthRemoteUpdated 2026-08-24RateTrading 212
MCP ServerCommunityCommunity (abaddon83) · Brokerage & Trade Execution
Full Trading 212 Invest/ISA account access via MCP: portfolio positions, orders, dividends, transactions, pies and account analytics. Supports demo and live environments.
Trading 212brokerageUKEUportfolio analyticsDocumentation ↗Auth: API keyLocalUpdated 2026-07-31RateTruthifi
MCP ServerVendorTruthifi · Wealth Platforms
Hosted read-only MCP bridge that connects advisor and investor platform accounts — Orion, Envestnet, Tamarac, eMoney and custodial portals — to Claude, ChatGPT and other agents.
OrionEnvestnetTamaracread-onlyaggregationDocumentation ↗Auth: OAuthRemoteUpdated 2026-08-02RateTruthifi MCP Server (custodial bridge)
MCP ServerVendorTruthifi · Custody & Clearing
Hosted bridge into custodial and portfolio portals including Orion, Envestnet, Tamarac and eMoney (also listed under Wealth Platforms).
custodial portalsOrionEnvestnetTamaracDocumentation ↗Auth: EnterpriseRemoteUpdated 2026-08-02RateValuationMCP
MCP-Native AppOfficialvaluationmcp.ai · Advisor & Firm Intelligence / Prospecting
MCP-native practice valuation app: your agent connects to its MCP server, pulls sourced practice data from your platforms and produces a seven-method valuation backed by SEC Form ADV and InvestmentNews benchmarks. The web UI is deliberately thin — the work happens in your AI client.
valuationm&aform advbenchmarksmcp-nativeDocumentation ↗Auth: API keyRemoteUpdated 2026-07-31RateVanta
MCP ServerVendorVanta · Compliance, Risk & Regulatory
Security and compliance automation.
SOC 2securityautomationDocumentation ↗Auth: EnterpriseRemoteUpdated 2026-07-31RateVerisk
MCP ServerVendorVerisk · Insurance & Annuities
Two vendor connectors in Claude for Verisk's insurance analytics under its own data governance: Underwriting Intelligence (ISO Indications) for loss cost trends, experience insights and filing signals, and XactRestore for researched restoration pricing and estimating intelligence.
underwritingISO indicationsactuarialclaims pricingDocumentation ↗Auth: EnterpriseRemoteUpdated 2026-08-24RateWealthMCP
MCP ServerOfficialwealthmcp.ai · Directories & Registries
This directory as an MCP server: search wealth-management MCP servers, browse Practice Stacks and pull workflow prompt examples, with inline UI in MCP Apps-capable hosts.
directorydiscoverypractice stacksmcp appsDocumentation ↗Auth: NoneRemoteUpdated 2026-07-31RateWebull Cloud
MCP ServerVendorWebull · Brokerage & Trade Execution
Fully managed cloud MCP service hosted by Webull. Connect a Webull brokerage account through OAuth and give AI assistants read-only access to account balances, positions, order history, watchlists and real-time market data for stocks, ETFs, options, futures and crypto — no local installation or API-key management required.
brokeragetradingmarket dataportfoliowatchlistsorder historymulti-assetretail investingOAuthcloud-hostedDocumentation ↗Auth: OAuthRemoteUpdated 2026-08-04RateYNAB
MCP ServerCommunityCommunity · Banking & Account Aggregation
Unofficial You Need A Budget integrations.
budgetingunofficialDocumentation ↗Auth: API keyLocalUpdated 2026-07-31RateZapier MCP
MCP ServerOfficialZapier · Productivity & Collaboration
Hosted MCP gateway that turns 8,000+ connected apps into agent tools — including advisory fee-billing, invoicing and back-office systems that ship no MCP server of their own. You choose which actions to expose on your own private endpoint using your existing Zapier connections.
automationgatewayfee billingback officeno-codeDocumentation ↗Auth: OAuthRemoteUpdated 2026-07-31RateZerodha
MCP ServerCommunityCommunity · Brokerage & Trade Execution
Unofficial Zerodha trading integrations.
IndiatradingunofficialDocumentation ↗Auth: OAuthLocalUpdated 2026-07-31RateZoomInfo
MCP ServerVendorZoomInfo · CRM
Prospect and company intelligence data.
prospectingcompany intelligencecrmDocumentation ↗Auth: API keyRemoteUpdated 2026-07-31Rate
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